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Mastering Money

Tune into one of the best retirement shows on the radio! Mastering Money is hosted by Certified Income Specialist™ and best selling author, Steve Jurich (pronounced Jur-itch). Steve is an experienced 20 year veteran of financial services and is licensed in securities, insurance, and real estate. He is a Certified Annuity Specialist® who reviews up to 2700 annuities on a regular basis. As a fiduciary, Steve’s clients enjoy access to the services of Fidelity Institutional, member FINRA, SIPC.
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Jul 14, 2015

You can’t take it with you, but it’s getting easier to leave it to your heirs. So says Laura Saunders, writing for the Wall Street Journal. The Journal reports that the Internal Revenue Service recently released final rules detailing a generous estate- and gift-tax break for married couples. 

The break, known as “portability,” allows spouses to pass nearly $11 million of assets to heirs free of estate tax. Without it, many couples would qualify only for one estate-tax exemption instead of two. Steve and Sinclair review. In the Q & A segment, The A Team welcomes Christopher McNichol of Gust Rosenfeld, a prominent Phoenix area law firm. Chris is one of the Southwest Super Lawyers® for Real Estate Law. He is AV® Preeminent™ rated by Martindale-Hubbell®, representing the highest rating in legal ability and ethical standards, and was named by Arizona Business Magazine in Ranking Arizona Best of the Best Award Winner. Today, we quiz Chris on mechanics liens and how they could affect your real property.